大老师Bugsbunny |DRAM UP only
大老师Bugsbunny |DRAM UP only|5月 16, 2026 18:04
CPSH only $85M market cap, specializing in space cooling tech CPSH If you had to choose between investing in SpaceX’s thermal insulation panels for space or a Layer 2 project in the crypto world, which would you pick? CPSH has signed long-term contracts with SpaceX and LMT (Lockheed Martin) and is a core supplier of thermal management materials for these companies. With SpaceX going public to support the mass production of Starship, it means that if mass production becomes a reality, we can’t bypass CPSH’s cooling materials. ——————— Some personal thoughts: If STM and CPSH materials were directly used for vertical integration, it might create a seesaw effect. As for SpaceX, what would they do when they need to bet on cooling materials? I think increasing stock holdings, acquisitions, and deeper integration between STM and CPSH might be the way to meet expectations. All these expectations are based on a company valued at just $85M. ——————— Some personal disclosure: I rarely recommend stocks under $1B, but in the context of SpaceX going public, I feel it’s necessary to share CPSH’s potential with you. With order expectations exceeding $100M, an $85M valuation is just too cheap, way too low. Small-cap stocks are volatile, so DYOR (Do Your Own Research). You’re responsible for your own trades—I’m just sharing some thoughts. Big thanks to @aleabitoreddit for sparking my thinking with their content! #CPSH #SpaceX #Investing #StockMarket #DYOR
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